Gene MunsterApple is Flush With Cash, But Don’t Expect Big M&ADon’t expect any big M&A. Everyone is asking who Apple will acquire. The answer is: nobody. At least nobody big ($5B+). Apple announced they’re paying $38B in repatriation taxes, which implies they’re bringing $215B back to the U.S. If there…Read more Apple, Artificial Intelligence , Augmented Reality , Autonomous Vehicles , News
Investing in EnjoyWe’re investing in Enjoy as a counter-automation play on the future of retail. Enjoy enables empathic retail through a personalized product delivery and setup experience.Read more Audio, Loup Ventures Podcast , Retail
Gene Munster3 Reasons Amazon Will Buy Target This YearAmazon is the world’s largest online retailer, about five times bigger in that space than Walmart and its Jet.com subsidiary. Yet despite Amazon’s deep online roots and dominance over Internet shopping, I believe it will buy Target in 2018.Read more Amazon, Audio , Loup Ventures Podcast , Retail
Gene MunsteriPhone X Effectively at Full U.S. AvailabilityConclusion. In the first week of January, average iPhone X supply inched up to 97% after a month of rapidly increasing availability for U.S. Apple in-store and online lead times in 8 countries improved from an average of 4 days to…Read more Apple
Gene MunsterApp Store Retains Healthy Growth, ARKit Next Gold RushApp Store revenue grew about 30% in 2017. Apple announced App Store revenue reached $300 million on New Year’s Day 2018, a single day record. They also reported for the period of Christmas Eve to New Year’s Eve, App Store…Read more Apple, Augmented Reality
Gene MunsteriPhone X Availability; U.S. In-Store 96%, Online 3 DaysConclusion. In the final week of December, average iPhone X supply dramatically increased for the fourth consecutive week to 96% for U.S. Apple in-store and online lead times in 8 countries remained essentially unchanged at 3 days as of Jan 1st.…Read more Apple
Loup Ventures8 Tech Predictions for 2018Loup Ventures’ predictions of 2018: AI theme continues and artificial general intelligence takes small step forward through Google’s “Deepmind” initiative. VR gets untethered but it still takes another year to take off. Google Home continues to gain market share in smart…Read more Amazon, Apple , Artificial Intelligence , Cryptocurrency , Google , Tesla , Virtual Reality
Gene MunsteriPhone: Remain Comfortable With Mar-18 Street EstimatesAs you know, earlier this week a report surfaced from Taiwan’s Economic Daily News that Apple would be cutting their Mar-18 quarter iPhone shipments (all models). We disagree, and believe iPhone estimates for Mar-18 will remain intact. Our perspective is largely, but…Read more Apple
Loup VenturesFace Off Part 3 – Echo vs. Google Home vs. CortanaSmart speakers are quickly becoming one of the most common consumer uses of AI thanks to aggressive pricing and marketing from companies like Amazon and Google. We've conducted our latest round of queries, designed to test the full range of…Read more Amazon, Apple , Artificial Intelligence , Google , Microsoft
Gene MunsteriPhone X Availability; U.S. In-Store 97% on Christmas DayConclusion. For the third week in a row, iPhone X supply improved materially for in-store U.S. and remained essentially unchanged online (8 countries). We now believe iPhone X will reach global supply demand equilibrium in mid January. This means the Mar-18…Read more Apple
